Q2 2025 · 13F-HR
BISLETT MANAGEMENT, LLCholdings as filed
Filed 2025-08-11 · accession 0000935836-25-000485
$146.2M
Reported value
15
Positions
2025-06-30
Period end
The Brief · BISLETT MANAGEMENT, LLC · Q2 2025
AI · grounded in 13F
BISLETT MANAGEMENT, LLC established a new position in WillScot Holdings Corporation WSC valued at $27.5M. The fund also initiated stakes in Berkshire Hathaway Inc BRK/A for $25.5M and SiriusXM Holdings Inc SIRI for $17.8M. Other new additions include Liberty Broadband Corp LBRDA, Comcast Corp CMCSA, and Alphabet Inc GOOG.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 971378104 | WSC | WILLSCOT HOLDINGS CORPORATION | $27.5M | 18.8% | 1,005,000 | Common | SOLE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC | $25.5M | 17.5% | 35 | Common | SOLE |
| 829933100 | SIRI | SIRIUSXM HOLDINGS INC | $17.8M | 12.2% | 773,309 | Common | SOLE |
| 530307107 | LBRDA | LIBERTY BROADBAND CORP | $13.7M | 9.37% | 140,000 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP | $8.9M | 6.10% | 250,000 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $8.9M | 6.07% | 50,000 | Common | SOLE |
| 531229771 | FWONA | LIBERTY MEDIA CORP DEL | $8.1M | 5.52% | 85,000 | Common | SOLE |
| 191216100 | KO | COCA-COLA CO | $7.1M | 4.84% | 100,000 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC | $5.3M | 3.66% | 11,000 | Common | SOLE |
| 531229722 | LLYVK* | LIBERTY MEDIA CORP DEL | $4.9M | 3.33% | 60,000 | Common | SOLE |
| 047726302 | BATRK | ATLANTA BRAVES HLDGS INC | $4.8M | 3.31% | 103,330 | Common | SOLE |
| 531229748 | LLYVA* | LIBERTY MEDIA CORP DEL | $4.8M | 3.26% | 60,000 | Common | SOLE |
| 047726104 | BATRA | ATLANTA BRAVES HLDGS INC | $3.7M | 2.52% | 75,000 | Common | SOLE |
| 573284106 | MLM | MARTIN MARIETTA MATERIALS INC | $2.7M | 1.88% | 5,000 | Common | SOLE |
| H2927K103 | AMRZ | AMRIZE LTD | $2.5M | 1.69% | 50,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.